AAS
Avantax Advisory Services’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
169,949
+25,031
| +17% | +$2.75M | 0.1% | 156 |
|
|
2025
Q1 | $14.9M | Buy |
144,918
+34,332
| +31% | +$3.54M | 0.09% | 168 |
|
|
2024
Q4 | $11.3M | Buy |
110,586
+28,425
| +35% | +$2.91M | 0.07% | 198 |
|
|
2024
Q3 | $8.41M | Buy |
82,161
+4,610
| +6% | +$472K | 0.06% | 269 |
|
|
2024
Q2 | $7.33M | Buy |
77,551
+1,156
| +2% | +$109K | 0.05% | 272 |
|
|
2024
Q1 | $7.25M | Buy |
76,395
+72,951
| +2,118% | +$6.92M | 0.06% | 232 |
|
|
2023
Q4 | $302K | Buy |
3,444
+278
| +9% | +$24.3K | ﹤0.01% | 1231 |
|
|
2023
Q3 | $249K | Buy |
3,166
+30
| +1% | +$2.36K | ﹤0.01% | 1300 |
|
|
2023
Q2 | $255K | Buy |
+3,136
| New | +$255K | ﹤0.01% | 1269 |
|
|
2020
Q4 | – | Sell |
-3,895
| Closed | -$234K | – | 1054 |
|
|
2020
Q3 | $234K | Buy |
+3,895
| New | +$234K | ﹤0.01% | 1145 |
|